Wealth & reporting

IBVAS Wealth

Unify your property portfolio into a balance-sheet view: income, debt, concentration risk and liquidity plan — with the same rigour as a family office.

Termin vereinbaren Alle Leistungen

Wealth map

Inventory of assets, ownership, liens and consolidated net cash flows.

Quarterly reporting

Cash yield, occupancy, capex and debt KPIs per asset and at portfolio level.

Scenarios

Rate, vacancy and partial sale simulations for informed decisions.

Succession

Coordination with tax and estate advisers for clean structures.

Referenzkennzahlen

Durchschnitte und Marktspannen — keine Erfolgsgarantie.

0 Consolidated reports / year Plus extra updates around material milestones.
0 Assets under management (avg. portfolio) Typical multi-city / multi-asset-type range.
0% Reporting schedule adherence Internal service target.
0 % Average portfolio cash yield (ref.) Before personal taxes; each owner differs.

Indicative return attribution

Illustrative breakdown of total return sources

  • Net income 42 %
  • Appreciation 38 %
  • Leverage / optimisation 20 %

Net real estate wealth (example)

T0 Y+1 Y+2 Y+3 Y+4 Y+5

€M reference wealth

Beispiele für Investment und Rendite

Illustrative Szenarien. Jedes Mandat braucht eigene Analyse.

Consolidation

Diversified portfolio · 4 assets

Total reference value €9.8M
Debt / value 34%
Annual gross income €412,000
Tax efficiency of structure Case by case

Fictitious aggregate data to illustrate reporting; not a real client.

Strategy

Rebalancing after partial sale

Proceeds reinvested €1.1M
Concentration risk reduction –22% HHI
24m liquidity target 18% of portfolio

HHI = Herfindahl index; example concentration metric in reports.

Typischer Ablauf

  1. 01 Diagnostics and data
  2. 02 Map and gaps
  3. 03 Action plan
  4. 04 Execution and monitoring
  5. 05 Annual review

IBVAS Wealth does not replace external tax or legal advice. Figures shown are educational examples.

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